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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,578 | $56,200-75.8% | $67,653-79.9% | $59,633-77.2% |
| Participation rate | 32.5% | 71.5%-39.0pp | 75.7%-43.2pp | 68.7%-36.2pp |
| Annual return | -2.41% | 18506.71%-18509.1pp | 6625.22%-6627.6pp | 2041.40%-2043.8pp |
| Employer contribution / active EE | $704 | $1,615-56.4% | $2,266-68.9% | $2,203-68.0% |
| Participant deferral / active EE | $1,587 | $2,843-44.2% | $3,560-55.4% | $3,192-50.3% |
| Admin fee / account holder | $2,655 | $3,959-32.9% | $4,821-44.9% | $4,297-38.2% |